Black Middle class saves our world …. and other plausible hopes for salvation

Greeting … and compliments of the season to you all. I was too busy to post here during the last few months of 2014. I had been writing and then road showing (here and abroad) an argument that suggested pressures acting on the ANC might, ultimately, save the organisation from its slow-motion collapse into whatContinue reading “Black Middle class saves our world …. and other plausible hopes for salvation”

Numsa, Cosatu, the ANC, the SACP and all of that jazz

I have been completely taken up with a project (now completed) that argued that the black African middle-class was our single biggest asset and the workings of the interests of that class in the world would save our politics and help our economics. Yaay! The basic argument looked at the defection suffered by the ANC inContinue reading “Numsa, Cosatu, the ANC, the SACP and all of that jazz”

Lesotho, Guptas, Jacob’s Ladder, Julius huffs and he puffs but he doesn’t blow the House down, Cyril’s hard week down at the commission …. and so much more

Here are some bits and pieces I highlighted for investors over the last few weeks. Thanks as always to BNP Paribas Cadiz Securities for allowing me to republish these snippets here … it is also a touch more information that most people require, but I post it here for the record, if nothing else. IContinue reading “Lesotho, Guptas, Jacob’s Ladder, Julius huffs and he puffs but he doesn’t blow the House down, Cyril’s hard week down at the commission …. and so much more”

Be careful what you wish for

Listening to the EFF be the rock against which Zuma’s blithe refusal to account finally dashed itself yesterday I felt briefly elated. Gangsters! Bashi-bazouks! Yes, PAY BACK THE MONEY! PAY BACK THE MONEY! Billions of Blue Blistering Barnacles! But after a moment’s reflection I pulled myself, by the ear, back into the vehicle. “You irresponsibleContinue reading “Be careful what you wish for”

Now is the winter of our discontent …

… which I entirely doubt will be made glorious summer by this sun of KZN when he gives his 5th nth State of the Nation Address this evening. I am not, as my children might have said, very amped for this. The only ray of light so far (I am watching on eNCA) was a brief interview with FloydContinue reading “Now is the winter of our discontent …”

The four most worrying South African political stories of the week

I swore I would never write a listicle as clickbait for my blog; although I once tried mansplaining what that meant. But anyway … here are the 4 most egregious examples of  … of  just general political awfulness from the last week’s political news: 1. Chancellor House gets another slice of the Eskom pie – and says: F*%& you, weContinue reading “The four most worrying South African political stories of the week”

Polling, polling, polling down the river

It’s the 1st of April and I have already seen that Helen Zille has accepted an ‘elecnomination‘  to spend two weeks living in Khayelitsha, surviving on the minimum wage and using a bucket toilet. Good for her, I say. In other news the DA has announced that the Western Cape government it is going to upgrade Zille’s private residenceContinue reading “Polling, polling, polling down the river”

The very fat goose, the socialists* party, all Zuma’s bets are on the NDP, mining companies show some fang and much much more

I am on my way to London to speak to the funds that buy and sell South Africa’s corporate and government bonds i.e. the market that sets the price at which the world is prepared to lend us money. Daily I become more convinced that the South African political economy is, like quick clay “so unstableContinue reading “The very fat goose, the socialists* party, all Zuma’s bets are on the NDP, mining companies show some fang and much much more”

‘Why do people still vote for the ANC?’ asked the clever child, exasperatedly

This is a quick  aside before getting onto the more riveting topics of the May 7 elections, service delivery protests (and their search for a Gene Sharp handbook as well as the predictions of the Davies J-curve), the platinum strike, Julius Malema’s sequestration hearing in the North Gauteng High Court this morning (and the pressing matter of whetherContinue reading “‘Why do people still vote for the ANC?’ asked the clever child, exasperatedly”

Outlook 2014 – and other messages from the future

I have been agonising over whether to keep this website going –  or to consign it to the wastelands of the interwebs there to wander mournfully, accumulating lurid advertisements for secret ways of getting rid of belly fat and invitations from young, beautiful and lonely people, in your area, waiting by their phones for a call from you. AfterContinue reading “Outlook 2014 – and other messages from the future”

Numsa, Nkandla, the SACP and other matters

Herewith some comments on the latest political news. Apologies that I have posted so seldom here of late. I see a New Year’s resolution coming on. I see a New Year’s resolution exiting stage left. Numsa, Cosatu and the SACP … and Jacob Zuma During this past week the National Union of Metalworkers of South AfricaContinue reading “Numsa, Nkandla, the SACP and other matters”

ANC savaged by a duck – and other matters of national importance

Some of my recent news coverage and commentary: E-tolling and the DA’s cruel billboards Last week Jacob Zuma signed into law the Transport Laws and Related Matters Amendment Bill – meaning the unpopular e-tolling can begin on certain Gauteng highways. I was impressed that the President did the necessary – despite the fact that thisContinue reading “ANC savaged by a duck – and other matters of national importance”

Stuff happens to some people, but some people happen to stuff

Jacob Zuma has forced me to reread Niccolò di Bernardo dei Machiavelli’s The Prince, published 500 years ago this year. He (Jacob Zuma) didn’t threaten me with the red lightsaber or catch me in a honey trap. My natterings, fortunately, are not impactful enough to draw the attentions of the Dark Lord (Darth Vader, dah! –Continue reading “Stuff happens to some people, but some people happen to stuff”

Zuma in Eldorado Park = J Arthur Brown in Khayelitsha

The appropriate comparison for J Arthur Brown’s visit to Khayelitsha yesterday is Jacob Zuma’s visit to Eldorado Park a few weeks ago – the president’s vist conducted ostensibly to free that neighborhood from the tyranny of crystal meth and tik. Watching the visuals on eNCA (catch those here) of the white fraudster’s visit to theContinue reading “Zuma in Eldorado Park = J Arthur Brown in Khayelitsha”

Cosatu’s splitting headache, the ANC and DA try on new party dresses and those awful Mandelas

In high anxiety at my failure to publish here for several weeks (what with 12 days visiting fund managers in the UK and Europe and new commitments to the Daily Maverick – see here and here for the first two of those) I have decided to again post a modified version of my usually bespoke Continue reading “Cosatu’s splitting headache, the ANC and DA try on new party dresses and those awful Mandelas”